United States
Staffed with 100% US Employees


Personal Bookkeeper Services for Individuals with High Net Worth

We provide personalized bookkeeping services to help simplify your day-to-day living by tracking your personal and business finances. High net worth individuals can have complex record keeping needs, and as such, need a competent bookkeeping service to provide confidential services assisting with year-end and tax planning. We work in conjunction with your CPA as part of the financial team to ensure that all of your financial concerns are handled efficiently.

We’ll Assist You in Many Areas of Services for Individuals:

  • Personalized bill paying services
  • Financial report packages to suit your needs
  • Reconciliation of all bank, credit card, and investment accounts
  • Storage of paid bills, statements, and tax information to simplify year-end tax processing
  • Budgeting and cash flow projections